Institutional Ownership Schwab Strategic Tr Us Large C (SCHV)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHV). We have compiled data on the 787 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $7.58 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Grant
|
Apr 25, 2024 Q1 2024 |
45,173
shares
|
$3.34 Million
1.79% of portfolio
|
Q1 2024
Reduced 1.44%
|
|
Dynamic Advisor Solutions LLC
|
Apr 12, 2024 Q1 2024 |
45,119
shares
|
$3.34 Million
0.12% of portfolio
|
Q1 2024
Reduced 1.21%
|
|
Dakota Wealth Management
|
Apr 24, 2024 Q1 2024 |
44,750
shares
|
$3.31 Million
0.09% of portfolio
|
Q1 2024
Added 35.97%
|
|
Capital Advisors Wealth Management, LLC
|
Apr 12, 2024 Q1 2024 |
44,539
shares
|
$3.29 Million
0.7% of portfolio
|
Q1 2024
Reduced 32.56%
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Feb 08, 2024 Q4 2023 |
44,490
shares
|
$3.29 Million
0.45% of portfolio
|
Q4 2023
New holding
|
|
Main Street Financial Solutions, LLC
|
Apr 22, 2024 Q1 2024 |
44,337
shares
|
$3.28 Million
0.35% of portfolio
|
Q1 2024
Added 4.32%
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 18, 2024 Q1 2024 |
44,309
shares
|
$3.28 Million
0.19% of portfolio
|
Q1 2024
Reduced 3.36%
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 12, 2024 Q1 2024 |
44,278
shares
|
$3.28 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
May 09, 2024 Q1 2024 |
43,952
shares
|
$3.25 Million
0.04% of portfolio
|
Q1 2024
Reduced 12.12%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
42,889
shares
|
$3.17 Million
0.13% of portfolio
|
Q1 2024
Reduced 3.79%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
41,959
shares
|
$3.1 Million
0.02% of portfolio
|
Q2 2023
Reduced 0.21%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
40,832
shares
|
$3.02 Million
0.12% of portfolio
|
Q1 2024
Reduced 6.37%
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2024 Q1 2024 |
40,681
shares
|
$3.01 Million
0.32% of portfolio
|
Q4 2023
Added 7.11%
|
|
Apriem Advisors
Irvine, CA |
May 15, 2024 Q1 2024 |
40,514
shares
|
$3 Million
0.39% of portfolio
|
Q1 2024
Reduced 2.5%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
40,506
shares
|
$3 Million
0.01% of portfolio
|
Q1 2024
Added 10.61%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
40,404
shares
|
$2.99 Million
0.04% of portfolio
|
Q1 2024
Added 0.4%
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 22, 2024 Q1 2024 |
40,326
shares
|
$2.98 Million
0.19% of portfolio
|
Q1 2024
New holding
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 30, 2024 Q1 2024 |
40,326
shares
|
$2.98 Million
0.8% of portfolio
|
Q1 2024
Added 0.23%
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Apr 11, 2024 Q1 2024 |
40,314
shares
|
$2.98 Million
1.15% of portfolio
|
Q1 2024
Reduced 1.18%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
40,222
shares
|
$2.98 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.69%
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
May 02, 2024 Q1 2024 |
39,930
shares
|
$2.95 Million
1.54% of portfolio
|
Q1 2024
Added 0.33%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
39,257
shares
|
$2.9 Million
0.0% of portfolio
|
Q1 2024
Added 1.24%
|
|
North Star Asset Management Inc
|
May 08, 2024 Q1 2024 |
39,223
shares
|
$2.9 Million
0.15% of portfolio
|
Q1 2024
Reduced 0.51%
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2024 Q1 2024 |
38,334
shares
|
$2.84 Million
1.66% of portfolio
|
Q1 2024
Added 0.63%
|
|
Compass Advisory Group LLC
|
Apr 30, 2024 Q1 2024 |
38,204
shares
|
$2.83 Million
1.95% of portfolio
|
Q1 2024
Reduced 0.25%
|